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NOVARE CAPITAL MANAGEMENT LLC: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NOVARE CAPITAL MANAGEMENT LLC on SOXX, newest first. How the timeline and the estimate are built.

NOVARE CAPITAL MANAGEMENT LLC held 33,764 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,764 shares
    Change vs previous 13F -48 shares

    1.54% of the 13F portfolio, value $21,634,630.

    13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,812 shares
    Change vs previous 13F +24,285 shares

    0.88% of the 13F portfolio, value $11,112,657.

    13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,527 shares
    Change vs previous 13F -447 shares

    0.21% of the 13F portfolio, value $2,869,061.

    13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,974 shares
    Change vs previous 13F -1,695 shares

    0.21% of the 13F portfolio, value $2,704,155.

    13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,669 shares
    Change vs previous 13F -21,335 shares

    0.23% of the 13F portfolio, value $2,785,394.

    13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,004 shares
    Change vs previous 13F +289 shares

    0.54% of the 13F portfolio, value $6,210,366.

    13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,715 shares
    Change vs previous 13F +827 shares

    0.59% of the 13F portfolio, value $7,049,759.

    13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,888 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,353,058.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).